This article first appeared on GuruFocus.
Palantir (NASDAQ:PLTR) is getting another bullish read from Wedbush’s Daniel Ives, who says the company’s Zeta Global partnership adds more proof that Palantir remains at the center of the enterprise AI buildout, as per reporting for Tipranks.
The deal will combine Palantir’s Foundry platform with Zeta’s Data Cloud and Athena, Zeta’s conversational AI agent for enterprise marketing. The goal is to build a unified data and AI platform that can support real-time decision making, customer intelligence, and agentic marketing across large companies.
Ives said the partnership could set a new standard for data-driven marketing, as security, governance, and compliance are becoming critical requirements for enterprises adopting AI. Zeta’s marketing cloud already uses proprietary AI and trillions of consumer signals, while Foundry will provide the operational infrastructure underneath it.
The partnership is expected to generate more than $100M in revenue for Zeta over several years. The bigger point is Palantir’s role. Ives said more proof keeps coming that many investors still do not fully understand the value Alex Karp and Palantir bring to enterprise AI.